Civic Intelligence

Opus Prize Foundation

990PF • Fiscal year 2023 • EIN 46-0434399

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
101 S Phillips Ave 508Sioux Falls, SD 57104

(952) 656-4800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

20th percentile

$8,729

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$36,976,556

Up $3,544,034 (+11%) from 2022

Net Assets

Up

$36,976,556

Up $3,544,034 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin18th percentile

Revenue

Up

$1,544,524

Up $289,811 (+23%) from 2022

Expenses

Up

$1,842,768

Up $37,429 (+2.1%) from 2022

Net Income

Up

-$298,244

Up $252,382 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $26,450,957Liabilities 2011: $6,3252011Assets 2012: $27,361,754Liabilities 2012: $12,6862012Assets 2013: $29,653,032Liabilities 2013: $5,0862013Assets 2014: $29,217,982Liabilities 2014: $80,0002014Assets 2015: $28,748,245Liabilities 2015: $8,8292015Assets 2019: $29,648,606Liabilities 2019: $0Net Assets 2019: $29,648,6062019Assets 2020: $31,832,946Liabilities 2020: $0Net Assets 2020: $31,832,9462020Assets 2021: $36,786,411Liabilities 2021: $20,976Net Assets 2021: $36,765,4352021Assets 2022: $33,432,522Liabilities 2022: $0Net Assets 2022: $33,432,5222022Assets 2023: $36,976,556Liabilities 2023: $0Net Assets 2023: $36,976,5562023Assets 2024: $38,799,016Liabilities 2024: $7,773Net Assets 2024: $38,791,2432024

Highlighted filing

2023

Assets$36,976,556
Liabilities$0
Net Assets$36,976,556
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $382,862Expenses 2011: $1,493,445Net Income 2011: -$1,110,5832011Revenue 2012: $2,416,139Expenses 2012: $1,535,142Net Income 2012: $880,9972012Revenue 2013: $3,723,878Expenses 2013: $1,495,227Net Income 2013: $2,228,6512013Revenue 2014: $1,204,212Expenses 2014: $1,598,628Net Income 2014: -$394,4162014Revenue 2015: $7,940Expenses 2015: $248,572Net Income 2015: -$240,6322015Revenue 2019: $3,192,804Expenses 2019: $1,515,386Net Income 2019: $1,677,4182019Revenue 2020: $2,891,670Expenses 2020: $713,786Net Income 2020: $2,177,8842020Revenue 2021: $6,240,281Expenses 2021: $1,398,783Net Income 2021: $4,841,4982021Revenue 2022: $1,254,713Expenses 2022: $1,805,339Net Income 2022: -$550,6262022Revenue 2023: $1,544,524Expenses 2023: $1,842,768Net Income 2023: -$298,2442023Revenue 2024: $5,183,744Expenses 2024: $1,777,323Net Income 2024: $3,406,4212024

Highlighted filing

2023

Revenue$1,544,524
Expenses$1,842,768
Net Income-$298,244
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie ScharfbilligTax Officer-$6,718$2,011$8,729
Tammy CrosbyVice President-$5,670$1,293$6,963
Carol SlatterVice President-$1,490$358$1,848
Michael RauenhorstChair/Director-$0--
Kristine RauenhorstVice Chair/Director-$0--
Nat RobinsonTreasurer/Director-$0--
Judy DoerrSecretary/Director-$0--
Sr Annette McDermottDirector-$0--
Dan McGintyDirector-$0--
Julia GoldmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Opus Prize Foundation
EIN
46-0434399
Phone
9526564800
Address
101 S Phillips Ave 508, Sioux Falls, SD 57104

Signing Officer

Name
Katie Scharfbillig
Title
Tax Officer
Phone
9526564800
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Raw XML AppendixShowing 400 of 743 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt023500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt023500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0None
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1None
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Salute e Sviluppo
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Interfaith Mediation Centre
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt005/19/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt105/13/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt01000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt167294
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0Piazza della Maddalena
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt112 Constitution Road by Abubakar
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt0Kogi Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0Rome
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1Kaduna
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0IT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1NI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd053-00186
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt01000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02006-12-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12022-12-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Honoree: Dr. Zilda Arns Neumann - Pastoral da Crianca's charitable mission and activities (Curitiba - Paran - Brazil).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Interfaith Mediation Centre charitable mission and activities (Nigeria).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part VII, Line 1:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Compensation reported on Form 990-PF, Part VII, for Tammy Crosby, Carol Slatter and Katie Scharfbillig represents a portion of their compensation paid by Adler Management LLC, an unrelated organization. These individuals spend a portion of their time providing services to Opus Prize Foundation and the amounts listed represent time specific to Opus Prize Foundation. Opus Prize Foundation has an agreement with Adler Management for management and philanthropy services. The total amount paid to Adler Management LLC during 2023 was $22,000.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0659063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11404742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21341181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt512566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt631070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt73941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1025746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13361054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1476180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1569109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16657122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17182431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18327721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19275816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20673508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2138594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22385767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23598960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24360732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25388550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261683746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt271070763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt281892137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292148397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt303866357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31999425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321919610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332216089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3411478194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351125492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ishares Floating Rate Bond ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Ishares Iboxx $ High Yield Corp Bond Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Ishares 1-5 Year Investment Grade Corporate Bd ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Charles Schwab Free Cash
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Carlyle Europe Partners II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Adler Asian Private Equity LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Adler CPV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Adler Energy Infrstruc III LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Adler Energy Infrstruc IV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Adler Health Care
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Adler New Europe Pr Eqty
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Adler Opportunistic Debt LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Adler Energy Finance, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Adler Opportunistic Debt II, L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Adler CPVI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15Adler Energy Infrstruc V LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Adler Health Partners III, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17Adler Small Buyout Fund, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Adler Trans Recovery Fd, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19Adler Co-invest Opp Fd, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20Adler NGP XI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21Adler Energy Finance II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22Adler Opportunistic Debt III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23Adler SG Small Buyout Fund III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24Adler Cinven VI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25Adler MPE Fund II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26Adler Southfield II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27Adler Health Partners IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28Adler Frontenac XI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29Adler 2018 Alternative Investments, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30Adler 2019 Alternative Investments, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31Adler Panco Fund IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32Adler 2020 Alternative Investments, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33Vanguard Developed Markets Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34Vanguard Index Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35Vanguard Intl Equity Index Fds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0659063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11404742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21341181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt631070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1025746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13361054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1476180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1569109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16657122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17182431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18327721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19275816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20673508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2138594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22385767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23598960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24360732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25388550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261683746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt271070763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281892137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt292148397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt303866357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31999425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321919610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt332216089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3411478194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351125492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0468683
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024555
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0530814
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt0515486
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0300
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01024352
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0515486
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01539838
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt023500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0288451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01367500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01367500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0468683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0468683
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-298244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024555
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024555
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0735961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt099491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0392319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt099654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0393659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01046600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt090748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0136748
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0165327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01631278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0439387
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01842768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01175348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01544524
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0263778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0439387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0475268
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt050039
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt050039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1283956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1283956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1283956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Distribution From Partnerships
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distribution From Partnerships
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Energy Intrastructure IV Capital Gain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0288451
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-298244
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03842278
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036976556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt033432522
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt036976556
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01658267
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01658267
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01658267
IRS990PF/DistributableAmountGrp/IncomeTaxAmt074547
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01743044
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010230
IRS990PF/DistributableAmountGrp/TotalTaxAmt084777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033678
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt043908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033678
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt043908
IRS990PF/FMVAssetsEOYAmt036976556
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01996
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt033115029
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt036299261
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt036299261
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt033432522
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt036976556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0315497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0677295
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0677295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt033432522
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036976556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036976556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt033432522
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036976556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt033432522
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036976556
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035391747
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0654021
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017823229
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0530876
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016914497
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01743044
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt034860871
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035391747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Kerry Robinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt082623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Consulting Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt051 Penny Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Woodbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd006525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.35
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt31490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt66718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt21293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt3358
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt62011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Rauenhorst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kristine Rauenhorst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tammy Crosby
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Carol Slatter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Nat Robinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Judy Doerr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Katie Scharfbillig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Sr Annette McDermott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Dan McGinty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Julia Goldman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chair/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Chair/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Tax Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt510350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt610350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt710350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt810350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt910350 Bren Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,976,556
Liabilities
$0
Net assets
$36,976,556
Revenue
$1,544,524
Expenses
$1,842,768
Net income
-$298,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.8$0.01$38.8$5.18$1.78$3.41
2023Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$1.54$1.84$0.30
2022Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.25$1.81$0.55
2021Detailed filing. Detailed filing data is available for this year.$36.8$0.02$36.8$6.24$1.40$4.84
2020Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$2.89$0.71$2.18
2019Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$3.19$1.52$1.68
2015Summary only. Only limited summary data is available for this year.$28.7$0.01$0.01$0.25$0.24
2014Summary only. Only limited summary data is available for this year.$29.2$0.08$1.20$1.60$0.39
2013Summary only. Only limited summary data is available for this year.$29.7$0.01$3.72$1.50$2.23
2012Summary only. Only limited summary data is available for this year.$27.4$0.01$2.42$1.54$0.88
2011Summary only. Only limited summary data is available for this year.$26.5$0.01$0.38$1.49$1.11